2023 Form 5500 filing — United Cerebral Palsy Association Of The North Country, Inc 401(K) Plan
Plain-English filing summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20241009104734NAL0018181633002) for United Cerebral Palsy Association Of The North Country, Inc 401(K) Plan, reported by United Cerebral Palsy Association Of The North Country, Inc under EIN 16-1568985 and plan number 002. It reports 245 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241009104734NAL0018181633002
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- United Cerebral Palsy Association Of The North Country, Inc
- EIN
- 16-1568985
- Plan number
- 002
- Location
- Canton, NY
- Participants
- 245
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $7,974,228
- Net assets (EOY)
- $7,974,228
- Employer contributions
- $348,962
- Participant contributions
- $350,618
- Total income / additions
- $1,901,892
- Benefits paid
- $839,334
- Administrative expenses
- $48,561
- Total expenses
- $887,895
- Net increase / (decrease)
- $1,013,997
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Transamerica Retirement Solutions | RECORDKEEPER | $27,164 | $0 |
| Lpl Financial Corporation | INVESTMENT ADVISOR PLAN | $21,496 | not reported in the loaded dataset |